Investment Platforms
Get the latest news and insights on investment platforms (including digital, mobile and online platforms), and how these developments impact financial advisors, the wealth management industry and more.
Last-Minute Steps for TD Advisors as Schwab Integration Closes In
By Jeff BermanBig mergers are never without hiccups, so know who to call, says F2 Strategy CEO Doug Fritz.
August 21, 2023
6 Schwab Integration Worries of TD Ameritrade Advisors: Advisors' AdviceAdvisors air their remaining fears as the final move to the Schwab platform approaches.
August 21, 2023
MOVEit Hack Hit These Life, Annuity and Retirement FirmsThese data breaches affected at least 26 million people, and the list is growing.
August 17, 2023
Onramp Bought by Digital Assets Firm SecuritizeThe deal will give RIAs easy access to alternative investments, the firms say.
August 16, 2023
Fidelity System Outage Irks InvestorsThe firm fixed what it called a "temporary issue" after investors complained they couldn't access their trading accounts.
August 15, 2023
New York Life Joins MOVEit Breach Notice ListOverall, the breach may have exposed the data of more than 41 million people and 677 organizations worldwide.
August 15, 2023
Ex-Vanguard CEO Joins VC Firm as AdvisorWilliam McNabb already serves on the boards of Venrock portfolio companies Altruist and Vanilla; he also has invested in both firms.
August 14, 2023
Schwab-TD Deal Unlikely to Unravel Due to Biden's Draft Merger Guideline"Unwinding mergers after the fact is exceedingly difficult," a Georgetown antitrust expert said.